Updated:
VIP Wealth Advisors
VIP WEALTH ADVISORS is an SEC-registered investment adviser in DECATUR, GA, registered since 2026. The firm manages $126 million in assets, with $33 million...
Overview
VIP WEALTH ADVISORS is an SEC-registered investment adviser in DECATUR, GA, registered since 2026. The firm manages $126 million in assets, with $33 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
What is VIP Wealth Advisors' legal registration status?
VIP Wealth Advisors is registered as an investment advisor with the U.S. Securities and Exchange Commission (SEC). As a registered investment advisor (RIA), it is legally required to act as a fiduciary, meaning it must prioritize client interests over its own. This registration provides a regulatory framework that includes periodic reporting and compliance obligations (per SEC ADV filing database).
What types of clients does VIP Wealth Advisors serve?
Public materials suggest VIP Wealth Advisors serves high-net-worth individuals, families, and institutions. The firm's website emphasizes personalized wealth management for clients with complex financial needs, which is common for RIAs targeting the HNW segment. No specific minimum account size or client count is published.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research VIP Wealth Advisors in Altss
Explore available research and relationship coverage for this adviser in Altss.